CB Financial Services, Inc.
US ˙ NasdaqGM ˙ US12479G1013

SecurityCBFV / CB Financial Services, Inc.
InstitutionWaldron Private Wealth LLC
Latest Disclosed Ownership60,306 shares
Latest Disclosed Value $ 2,061,259
Waldron Private Wealth LLC ownership in CBFV / CB Financial Services, Inc.

On April 10, 2026 - Waldron Private Wealth LLC filed a 13F-HR form disclosing ownership of 60,306 shares of CB Financial Services, Inc. (US:CBFV) valued at $2,061,259 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 60,306 shares of CB Financial Services, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $2,045,580 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-10 2026-03-31 13F CB FINL SVCS COM 12479G101 60,306 0 0.00 2,061 -1.95 0.0804
2026-01-14 2025-12-31 13F CB FINL SVCS COM 12479G101 60,306 0 0.00 2,102 5.00 0.0831
2025-10-30 2025-09-30 13F CB FINL SVCS COM 12479G101 60,306 0 0.00 2,003 16.53 0.0812
2025-07-31 2025-06-30 13F CB FINL SVCS COM 12479G101 60,306 0 0.00 1,719 0.17 0.0750
2025-05-08 2025-03-31 13F CB FINL SVCS COM 12479G101 60,306 -60,306 -50.00 1,716 -50.25 0.0810
2025-01-24 2024-12-31 13F CB FINL SVCS COM 12479G101 120,612 60,306 100.00 3,447 104.45 0.1388
2024-10-21 2024-09-30 13F CB FINL SVCS COM 12479G101 60,306 0 0.00 1,686 23.43 0.0700
2024-07-31 2024-06-30 13F CB FINL SVCS INC COM COM 12479G101 60,306 0 0.00 1,367 4.83 0.0611
2024-05-09 2024-03-31 13F CB FINL SVCS INC COM COM 12479G101 60,306 0 0.00 1,304 -9.20 0.0588
2024-08-29 2023-12-31 13F/A-1 CB FINL SVCS INC COM COM 12479G101 60,306 0 0.00 1,436 11.24 0.0683
2024-01-30 2023-12-31 13F CB FINL SVCS INC COM COM 12479G101 60,306 0 1 0.0682
2024-08-29 2023-09-30 13F/A-1 CB FINL SVCS INC COM COM 12479G101 60,306 0 0.00 1,291 3.37 0.0670
2023-10-26 2023-09-30 13F CB FINL SVCS INC COM COM 12479G101 60,306 0 1 0.0670
2024-08-29 2023-06-30 13F/A-1 CB FINL SVCS INC COM COM 12479G101 60,306 0 0.00 1,248 -4.66 0.0623
2023-08-07 2023-06-30 13F CB FINL SVCS INC COM COM 12479G101 60,306 0 1 0.0623
2024-08-29 2023-03-31 13F/A-1 CB FINL SVCS INC COM COM 12479G101 60,306 0 0.00 1,309 130,800.00 0.0637
2023-05-02 2023-03-31 13F CB FINL SVCS INC COM COM 12479G101 60,306 0 1 0.0637
2023-02-08 2022-12-31 13F CB FINL SVCS INC COM COM 12479G101 60,306 0 0.00 1 -99.92 0.0816
2022-11-14 2022-09-30 13F CB FINL SVCS INC COM COM 12479G101 60,306 0 0.00 1,312 -4.79 0.0815
2022-08-03 2022-06-30 13F CB FINL SVCS INC COM COM 12479G101 60,306 0 0.00 1,378 -4.77 0.0773
2022-05-04 2022-03-31 13F CB FINL SVCS INC COM COM 12479G101 60,306 0 0.00 1,447 -0.28 0.0742
2022-02-02 2021-12-31 13F CB FINL SVCS INC COM COM 12479G101 60,306 0 0.00 1,451 2.62 0.0716
2021-11-02 2021-09-30 13F CB FINL SVCS INC COM COM 12479G101 60,306 0 0.00 1,414 5.92 0.0823
2021-08-06 2021-06-30 13F CB FINL SVCS INC COM COM 12479G101 60,306 0 0.00 1,335 0.07 0.0853
2021-05-11 2021-03-31 13F CB FINL SVCS INC COM COM 12479G101 60,306 0 0.00 1,334 10.61 0.0927
2021-02-12 2020-12-31 13F CB FINL SVCS INC COM COM 12479G101 60,306 0 0.00 1,206 4.87 0.0897
2020-11-13 2020-09-30 13F CB FINL SVCS INC COM COM 12479G101 60,306 0 0.00 1,150 -12.55 0.0983
2020-08-11 2020-06-30 13F CB FINL SVCS INC COM COM 12479G101 60,306 0 0.00 1,315 12.97 0.1162
2020-05-05 2020-03-31 13F CB FINL SVCS INC COM COM 12479G101 60,306 0 0.00 1,164 -35.94 0.1240
2020-02-07 2019-12-31 13F CB FINL SVCS INC COM COM 12479G101 60,306 0 0.00 1,817 8.54 0.1619
2019-11-06 2019-09-30 13F CB FINL SVCS INC COM COM 12479G101 60,306 -6,440 -9.65 1,674 5.62 0.1705
2019-07-31 2019-06-30 13F CB FINL SVCS INC COM COM 12479G101 66,746 -159 -0.24 1,585 -0.13 0.1686
2019-05-01 2019-03-31 13F CB FINL SVCS INC COM COM 12479G101 66,905 -3,914 -5.53 1,587 -9.52 0.1788
2019-02-13 2018-12-31 13F CB Finacial Services COM 12479G101 70,819 -1,823 -2.51 1,754 -21.73 0.2528
2018-11-20 2018-09-30 13F CB Finacial Services COM 12479G101 72,642 156 0.22 2,241 -10.11 0.4366
2018-08-09 2018-06-30 13F CB Finacial Services COM 12479G101 72,486 0 0.00 2,493 10.80 0.5405
2018-05-09 2018-03-31 13F CB Finacial Services COM 12479G101 72,486 0 0.00 2,250 3.50 0.5067
2018-01-26 2017-12-31 13F CB Finacial Services COM 12479G101 72,486 0 0.00 2,174 3.23 0.5116
2017-11-08 2017-09-30 13F CB Finacial Services COM 12479G101 72,486 0 0.00 2,106 11.96 0.5888
2017-08-14 2017-06-30 13F CB Finacial Services COM 12479G101 72,486 0 0.00 1,881 -8.29 0.5972
2017-05-18 2017-03-31 13F/A-2 CB Finacial Services COM 12479G101 72,486 0 0.00 2,051 9.50 0.3299
2017-04-27 2017-03-31 13F/A-1 CB Finacial Services COM 12479G101 72,486 0 2,051 0.3064
2017-04-24 2017-03-31 13F CB Finacial Services COM 12479G101 72,486 2,051
2017-01-27 2016-12-31 13F CB Finacial Services COM 12479G101 72,486 72,486 1,873 0.6433
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.